Feature Ideas

Allow custom fields to show in Members Dashboard in workspaces

It needs to be more prominent within the UIWhen you launch the modal, you should be able to respond inline vs going into each taskYou should be able to clear all activity

when you go to Project section to add your 'Leads' - it is confusing. It's not a project, it's an opportunity or a business lead. Only when the client agrees does it become a Project. I think the naming and consideration of adding something should be just called "Add" - if you add inside New Lead, it's a Add Lead, if you add inside Proposal, it's Add Proposal. After this it should become a Project.

This is for if a customer/client wants to add items we currently need to make a new quote so our numbers are skewed as there is two quotes then if that makes sense?

Share important updates with multiple people at once

Recurring tasks

It would nice to filter views of messages by preference. Also is there a way to delete the old ones? i have so many demo messages i'd like to delete off the feed, but i dont see a way. its visually frustrating

Eliminate clutter and make for an easier Project Manger journey

To be able to have the cover fill up top portion cleanly

To achieve consistency on colors and or flexibility of options

Let clients fill out / edit information on their profile

It would be nice to customize (our view) the menu bar to the left hand side. (There are tabs we don't use) and sometimes a bit distracting if we don't use them at all. It would be nice to be able to toggle and or rearrange what is shown to streamline efficiency

Using the forms to populate the information right into the project to easily find. (ie. Location of project and notes from the form) i seem to be only able to view it if i go into the clients folder. (For this case there is no workspace or portal, just the project pipeline)

It would be nice if it opens the form to be viewed on the clients portal or even opens the form section of the back end